Configuring Cash Back

Cash back is supported when the Simphony Payment Interface (SPI) is configured, and if the Payment Service Processor (PSP) also supports cash back.

In addition to the steps explained in this section, you need to configure a cash drawer and ensure that an employee is assigned to the cash drawer. Configuring a Cash Drawer contains more information.

1. (Optional) Create a cash back pickup tender. This is used for reporting, if configured.
   1. Select the Enterprise or property, click Configuration, and then click Tender/Media.
   2. Insert a record, name it Cash back, and then click OK.
   3. Double-click the cash back record to open it.
   4. On the General tab, select 3 - Pickup from the Key Type drop-down list.
   5. Select 9 - CASHBACK in the Report Group drop-down list.
   6. Select 17 - Cash in the Print Class drop-down list.
   7. Click the Options tab, and then click the Ops Behavior subtab.
   8. Enable the following options:

      • 1 - Open Cash Drawer

      • 91 - Cash Management Transaction Item

      • 92 - Affects Cash Pull Threshold

      Tracking Tender Transaction Items contains more information about 91 and 92.

   9. Click Save.
2. Create a Cash Back non-revenue service charge.
   1. Select the Enterprise, property, or zone, click Configuration, and then click Service Charges.
   2. Insert a Cash Back service charge record, and then double-click the record to open it.
   3. Select Cash back in the Pickup/Tender Media drop-down list.
   4. Select Cash in the Print Class drop-down list.
   5. Select CASHBACK in the Report Group drop-down list.
   6. Select the following options:

      • 1 - ON = Open; OFF = Preset

      • 7 - Non-Revenue Service Charge (No Post to Sales)

      • 28 - Cash Management Transaction Item

   7. Click Save.
3. Associate the Cash Back non-revenue service charge with the tender:
   1. Select the Enterprise, property, revenue center, or zone, click Setup, and then click Tender Parameters.
   2. On the Configuration tab, ensure that Default SPI is selected in the Payment Card Tender drop-down list.

      This must be set for SPI transactions to function.

   3. Select an open amount, non-revenue service charge (Cashback) to apply for cash back transactions in the Cashback Service Charge drop-down list.
   4. Click Save.
4. Enable Cash Back at the workstation:
   1. Select the property, click Setup, and then click Workstations.
   2. Double-click the workstation that has a Pinpad attached.
   3. Click the Options tab, and then click the Offline/Misc subtab.
   4. In the Miscellaneous Options section, select 63 - Enable Cashback.
   5. Click Save.